Staff

TEam standing on stairs

Meet the Jenkins Financial Team

We have a diverse team of smart, dedicated and professional individuals. Together, we are committed to providing exceptional customer service to our clients.

 

 
Lindsey R Fessel

Lindsey R Fessel

Director of Operations and Client Service
Office 717-257-4100

Lindsey joined Jenkins Financial in July of 2015, and currently serves as the Director of Operations and Client Service. While much of her time is spent "behind the scenes," she directs the overall flow of business, evaluates the efficiency of business procedures and helps to ensure compliance. She is responsible for researching and implementing new directives for business growth as well as keeping up-to-date on information and technology. She is also responsible for managing the social media presence and visibility of the firm. Lindsey holds her Life, Accident & Health Insurance license.

Lindsey is a graduate of Rowan University, and holds a B. A. of Science in Marketing.

How can Lindsey help you?

  • She manages all new insurance applications and underwriting
  • She assists with questions related to billing, policy loans, beneficiary changes, and other policy management concerns
  • She coordinates the onboarding process for all new clients as well as updates to existing client records
  • She assists in creating your online viewing profile, electing paperless delivery options, and navigating the client website
  • She can help you initiate an insurance claim
 
Nik Michael Kilmer

Nik Michael Kilmer

Associate Wealth Management Advisor
Office 717-920-2599

Nik Kilmer is an Associate Wealth Management Advisor and joined Jenkins Financial in 2018.  He graduated from Pennsylvania State University where he earned his degree in Economics. He was then an intern in Josh's office!  He has his life, accident, and health license.  He also has his Series 6, Series 63, and Series 7 securities licenses.  Nik helps with planning analysis, portfolio evaluation and research, as well as investment operations and service. 

Nik currently resides in Norristown. In his free time, he enjoys playing golf, watching movies, and following his beloved Philadelphia sports teams.

 
Joshua R Brueck

Joshua R Brueck, CFP®, ChFC®

Director of Financial Planning
Office 610-225-6567

As the Director of Financial Planning, Josh is responsible for plan analysis, plan construction, investment servicing, and portfolio management. He began his career with Northwestern Mutual as an undergraduate in the Pittsburgh network office in 2007. Josh graduated from the University of Pittsburgh with a Bachelor’s of Science in Business Administration with a concentration in Finance. From there, he has taken on multiple roles during his career, including Associate Wealth Management Advisor, Director of Centralized Financial Security and Director of Network Office of Supervision.

Josh earned his CERTIFIED FINANCIAL PLANNER (CFP®) certification and Chartered Financial Consultant (ChFC®) designations. He also holds his Series 7, 66, 9 &10 registrations.

Josh resides in Philadelphia with his girlfriend.  In his time outside the office, he enjoys running, spending time with family and friends, Philadelphia sports, and his chocolate lab.

 
Jessica Williams-Patterson

Jessica Williams-Patterson

Director of Strategic Development

Jessica joined Jenkins Financial in the spring of 2018 as the Director of Strategic Development. Jessica is responsible for working within the vision of Jenkins Financial to grow the team’s community impact.  She looks for and creates new opportunities to educate clients and help introduce them to Josh to foster long-term financial health. Jessica lives in Lancaster with her husband and two kids. She enjoys anything with her family and being outdoors.

How can Jessica help you?

  • She can schedule your next call or meeting with Josh
  • She plans client appreciation events and education seminars
  • She coordinates personal introductions to the firm through personal and professional referrals

 

 

Joshua L Jenkins, CFP®, ChFC®, CLU®
Wealth Management Advisor


Jenkins Financial

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck